OF
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Optimize Financial’s Pitney Bowes PBI Stock Holding History

Optimize Financial’s Portfolio PBI Stock Details PBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-21,352
Closed -$233K – 403
2025
Q2 		$233K Sell
21,352
-152
-0.7% -$1.43K 0.14% 195
2025
Q1 		$195K Sell
21,504
-9,154
-30% -$82.9K 0.14% 201
2024
Q4 		$222K Buy
+30,658
New +$228K 0.17% 193

Other funds holding PBI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HCM
Hestia Capital Management Cranberry Township, Pennsylvania $111M AUM 21.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CS
Cannell & Spears New York $5.1B AUM 31.77% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
PC
Permit Capital West Conshohocken, Pennsylvania $294M AUM 27.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Optimize Financial's PBI Position: Q3 2025 in Review

Optimize Financial sold out of Pitney Bowes (PBI) in Q3 2025, closing a stake of 21,352 shares — an estimated $233K sold.

Optimize Financial first reported a position in PBI in Q4 2024 and held it in 3 quarters. The position peaked at $233K in Q2 2025. 320 funds tracked by Wall St. Rank hold PBI as of Q3 2025.

  • Optimize Financial reported no remaining Pitney Bowes position as of Q3 2025 after selling out during the quarter.
  • Optimize Financial sold 21,352 Pitney Bowes shares in Q3 2025, an estimated $233K.
  • Optimize Financial first reported a position in Pitney Bowes in Q4 2024 and held it in 3 quarters.
  • Optimize Financial's Pitney Bowes position peaked at $233K in Q2 2025.
  • 320 funds tracked by Wall St. Rank held Pitney Bowes as of Q3 2025.

Based on Optimize Financial's 13F filing for Q3 2025, filed 5 Nov 2025.